Five Strategies to Jump Start Customer Acquisition in 2021

Marketing & Sales

Generating low-cost funding is an urgent strategic priority for financial institutions nationwide as margins continue to compress. In this highly-competitive environment, adding core retail and business customers is as important as ever, and many community institutions are scrambling to keep pace. The challenge: old strategies to attract core customers are no longer relevant to today’s consumers, and the conventional wisdom that financial institutions have relied on in the past no longer works.

Who Should Attend: COO, Executive Directors, Marketing Professionals

Learning Objectives

  • Learn strategies to double overall new account acquisition and grow new customer relationships
  • Explore how to capitalize on your competitive advantages as a financial institution competing against the big banks
  • Understand how to align in-branch strategy with marketing to maximize growth


Brett Walburn
Vice President
Brett has more than 2  years of experience helping educate, train and grow financial institutions across the country. Brett managed education programs for the Nebraska   Bankers Association prior to joining Haberfeld. This background enables Brett to understand the unique challenges faced by community banks and credit unions. Brett holds a Bachelor of  Science in Business Administration from the University of Nebraska – Lincoln, and a Master of Arts in Business Management from Doane University.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: Knowledge of the Full Credit Bill Rule

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online